Fiduciary Group LLC Reduced Holdings in Q1 2025

Fiduciary Group LLC

  • $975 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-1
- 0.03%
$274.49 - $329.0 $274 - $329
3.62K $1.19M
MKL
Markel Corp

Financial Services
-26
- 1.33%
$1660.14 - $2059.83 $43.2K - $53.6K
1.93K $3.6M
IBM
International Business Machines Corp

Technology
-22
- 0.27%
$217.4 - $264.74 $4.78K - $5.82K
8.21K $2.04M
IEFA
Ishares Tr

ETFs
-1.01K
- 1.7%
$69.57 - $78.65 $70K - $79.1K
58K $4.39M
TMUS
T Mobile Us, Inc.

Communication Services
-47
- 0.66%
$211.3 - $272.83 $9.93K - $12.8K
7.07K $1.88M
CVX
Chevron Corp

Energy
-162
- 1.02%
$146.71 - $167.97 $23.8K - $27.2K
15.8K $2.64M
MA
Mastercard Inc

Financial Services
-54
- 0.3%
$504.67 - $576.31 $27.3K - $31.1K
17.7K $9.7M
JPM
Jpmorgan Chase & CO

Financial Services
-633
- 0.68%
$225.19 - $279.95 $143K - $177K
92.1K $22.6M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.04%
$725.72 - $929.72 $2.18K - $2.79K
7.37K $6.09M
PM
Philip Morris International Inc.

Consumer Defensive
-163
- 1.47%
$117.15 - $158.79 $19.1K - $25.9K
10.9K $1.74M
SBUX
Starbucks Corp

Consumer Cyclical
-155
- 0.2%
$91.75 - $115.81 $14.2K - $18K
75.5K $7.4M
XOM
Exxon Mobil Corp

Energy
-128
- 0.24%
$105.44 - $118.93 $13.5K - $15.2K
52.9K $6.3M
T
At&T Inc.

Communication Services
-2.27K
- 1.68%
$21.56 - $28.28 $48.9K - $64.1K
133K $3.75M
SO
Southern CO

Utilities
-2.52K
- 2.53%
$80.96 - $92.96 $204K - $234K
97K $8.91M
AON
Aon PLC

Financial Services
-124
- 0.56%
$348.44 - $409.32 $43.2K - $50.8K
22K $8.77M
KO
Coca Cola CO

Consumer Defensive
-426
- 0.37%
$60.81 - $72.32 $25.9K - $30.8K
115K $8.23M
AMT
American Tower Corp

Real Estate
-60
- 0.18%
$173.46 - $217.6 $10.4K - $13.1K
33.6K $7.31M
RTX
Raytheon Technologies Corp

Industrials
-13
- 0.02%
$114.1 - $135.66 $1.48K - $1.76K
85.1K $11.3M
JNJ
Johnson & Johnson

Healthcare
-138
- 0.16%
$142.06 - $167.7 $19.6K - $23.1K
86.3K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-203
- 0.37%
$442.66 - $534.52 $89.9K - $109K
54.8K $29.2M
Activity Summary
Buys All Purchases 92 New Holdings 8 Increased Positions 84 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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